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How to Create a Payment Term
How to Create a Payment Term
Andrew Day avatar
Written by Andrew Day
Updated over 11 months ago

When Creating a Sales Order, you must select a Payment Term. A Payment Term determines how long after sending the Sales Order Invoice to the vendor the license holder expects to receive payment. For example, NT30–or Net 30–indicates that the vendor should pay the license holder no more than 30 days after receiving the sales order invoice. The license holder should collaborate with vendors to determine appropriate Payment Terms.

Required permission(s): purchase_order_create

  1. In the Wholesale application, open the Settings tab.

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  2. Select the Payment Terms sub-tab. It should be open by default.

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  3. Click New Payment Term. This opens a New Payment Term modal.

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  4. Enter the Payment Term's code in the field provided.

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  5. Click Create to add the new Payment Term.

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From the Settings tab, you can also Add a New Vendor Category or Create a Tax Type.

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